Filed September 25, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,615 | $59,805+8.0% | $79,550-18.8% | $68,494-5.7% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | 1439.56% | -12.30%+1451.9pp | 0.16%+1439.4pp | -7.84%+1447.4pp |
| Employer contribution / active EE | $5,976 | $1,505+297.1% | $2,413+147.6% | $2,596+130.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,782 | $4,835-63.1% | $6,832-73.9% | $5,403-67.0% |